Charitable Remainder Trust

A charitable remainder trust is a giving program that allows you to transfer cash, securities, and other appreciable property to a trust. The trust pays you or your chosen beneficiaries a percentage of the market value of the assets as re-valued each year. When the trust ends, the principal passes on to Global Exchange.

Benefits of Charitable Remainder Trust:

You receive an income tax deduction for a portion of your contribution to the trust.

You pay no capital gains taxes on the appreciated assets that you donate.

You or your designated beneficiaries receive income for life or for a specified number of years.

You can make additional gifts to the trust at any time and receive more income tax deductions.

You can choose how you want Global Exchange to spend your gift.

For more information on how you may benefit from a charitable remainder trust, contact your attorney or Ashley Cline at 415.255.7296 ext. 249 or ashley [at] globalexchange [dot] org